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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,012 | $81,276-92.6% | $155,574-96.1% | $80,925-92.6% |
| Participation rate | 72.3% | 66.2%+6.1pp | 78.2%-5.9pp | 67.7%+4.6pp |
| Annual return | 64.49% | 33.36%+31.1pp | 64.87%-0.4pp | 35.65%+28.8pp |
| Employer contribution / active EE | $397 | $3,103-87.2% | $4,676-91.5% | $2,756-85.6% |
| Participant deferral / active EE | $1,105 | $3,453-68.0% | $5,629-80.4% | $4,299-74.3% |
| Admin fee / account holder | $104 | $7,993-98.7% | $15,914-99.3% | $6,940-98.5% |